Jamf Holding (JAMF)vsTurtle Beach Corporation (TBCH)
JAMF
Jamf Holding
$13.05
0.00%
TECHNOLOGY · Cap: $1.75B
TBCH
Turtle Beach Corporation
$15.19
-8.77%
TECHNOLOGY · Cap: $293.36M
Smart Verdict
WallStSmart Research — data-driven comparison
Jamf Holding generates 132% more annual revenue ($690.59M vs $297.77M). JAMF leads profitability with a -0.1% profit margin vs -1.1%. TBCH earns a higher WallStSmart Score of 37/100 (F).
JAMF
Hold35
out of 100
Grade: F
TBCH
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$21.63
Current Price
$13.05
$8.58 discount
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
0.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : JAMF
The strongest argument for JAMF centers on Price/Book.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : JAMF
The primary concerns for JAMF are Revenue Growth, EPS Growth, Market Cap.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
TBCH carries more volatility with a beta of 2.36 — expect wider price swings.
JAMF is growing revenue faster at 0.2% — sustainability is the question.
JAMF generates stronger free cash flow (65M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TBCH scores higher overall (37/100 vs 35/100). JAMF offers better value entry with a 39.7% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jamf Holding
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Jamf Holding Corp. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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